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Vanguard Intermediate-Term Treasury ETF

555 hedge funds and large institutions have $9.26B invested in Vanguard Intermediate-Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 247 increasing their positions, 160 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 29

69% more call options, than puts

Call options by funds: $1.63M | Put options by funds: $962K

54% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 160

9% more funds holding

Funds holding: 509555 (+46)

8% more funds holding in top 10

Funds holding in top 10: 6469 (+5)

3% more capital invested

Capital invested by funds: $9B → $9.26B (+$267M)

0.88% less ownership

Funds ownership: 68.03%67.15% (-0.88%)

Holders
555
Holders Change
+46
Holders Change %
+9.04%
% of All Funds
8.71%
Holding in Top 10
69
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.81%
% of All Funds
1.08%
New
79
Increased
247
Reduced
160
Closed
29
Calls
$1.63M
Puts
$962K
Net Calls
+$663K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
126
One Capital Management
California
$8.64M +$233K +3,911 +3%
WW
127
Waterfront Wealth
Kansas
$8.28M +$2.06M +34,600 +32%
FM
128
Foster & Motley
Ohio
$7.96M -$620K -10,398 -7%
WFA
129
Wells Financial Advisors
Massachusetts
$7.86M +$1.92M +32,261 +32%
WFA
130
Wade Financial Advisory
California
$7.81M +$1.42M +23,815 +22%
SCM
131
Stonehearth Capital Management
Massachusetts
$7.65M -$3.27M -54,926 -30%
Vanguard Group
132
Vanguard Group
Pennsylvania
$7.57M +$2.32M +38,866 +43%
2L
133
25 LLC
Missouri
$7.56M +$1.62M +27,152 +27%
MFG
134
Merit Financial Group
Georgia
$7.51M +$3.54M +59,370 +87%
Bank of Nova Scotia
135
Bank of Nova Scotia
Ontario, Canada
$7.47M +$5.63M +94,486 +288%
VIA
136
Vident Investment Advisory
Georgia
$7.43M +$2.84M +47,686 +60%
Jones Financial Companies
137
Jones Financial Companies
Missouri
$7.16M +$668K +11,210 +10%
ACS
138
Archford Capital Strategies
Illinois
$7.13M +$278K +4,658 +4%
CAN
139
Cetera Advisor Networks
California
$6.89M -$23.5K -394 -0.3%
SWM
140
Seaside Wealth Management
California
$6.86M +$6.98M +117,006 New
BW
141
Bison Wealth
Georgia
$6.75M +$249K +4,184 +4%
QWM
142
Quaker Wealth Management
New Jersey
$6.66M +$466K +7,824 +7%
KAM
143
Kraft Asset Management
Tennessee
$6.54M -$34.8K -583 -0.5%
TF
144
Theory Financial
Colorado
$6.31M -$764K -12,809 -11%
CCA
145
Cravens & Co Advisors
Tennessee
$6.23M +$31.4K +526 +0.5%
THL
146
Tillman Hartley LLC
Colorado
$6.1M +$249K +4,178 +4%
RW
147
REDW Wealth
New Mexico
$5.98M -$58.4K -979 -1%
PWAC
148
Private Wealth Advisors (California)
California
$5.96M +$31.2K +523 +0.5%
PBO
149
Peoples Bank (Ohio)
Ohio
$5.8M +$54K +905 +0.9%
BFM
150
Boston Financial Management
Massachusetts
$5.79M +$331K +5,555 +6%